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Premium Investment Service (March 2024)

Equity Market Valuations—Should We Be Concerned?
Equity markets are reaching new highs, led by the ‘Magnificent 7’ (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla)—a group of stocks driving not only US but also global stock growth. This raises questions about the accuracy and sustainability of their high valuations.

Is it time to get out?

This thematic looks at the valuation story across equity markets in general and makes some recommendations to appropriately position our portfolios for what is an increasingly volatile near-term outlook….


Full Article reserved for dozzi’s Premium Investment Service.

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